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Lucus Advisors’s Jack Henry & Associates JKHY Stock Holding History

Lucus Advisors’s Portfolio JKHY Stock Details JKHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-6,599
Closed -$459K – 327
2015
Q3 		$459K Sell
6,599
-1,138
-15% -$78.3K 0.26% 86
2015
Q2 		$501K Sell
7,737
-114
-1% -$7.57K 0.24% 148
2015
Q1 		$549K Buy
7,851
+263
+3% +$17.2K 0.28% 50
2014
Q4 		$472K Buy
+7,588
New +$453K 0.22% 148

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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return